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BTG Pactual Global Asset Management’s Evergy EVRG Stock Holding History

BTG Pactual Global Asset Management’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$6.02M Sell
112,776
-14,337
-11% -$733K 1% 27
2023
Q4 		$6.64M Buy
127,113
+101,966
+405% +$5.13M 2.56% 11
2023
Q3 		$1.27M Sell
25,147
-36,203
-59% -$2.06M 0.29% 55
2023
Q2 		$3.58M Buy
61,350
+34,860
+132% +$2.11M 0.76% 41
2023
Q1 		$1.62M Buy
+26,490
New +$1.61M 0.62% 27

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BTG Pactual Global Asset Management's EVRG Position: Q1 2024 in Review

BTG Pactual Global Asset Management reduced its Evergy (EVRG) stake by 11% in Q1 2024, selling an estimated $733K and leaving 112,776 shares worth $6.02M. The position accounts for 1% of the portfolio, ranked #27.

BTG Pactual Global Asset Management first reported a position in EVRG in Q1 2023 and has held it in 5 quarters since. The position peaked at $6.64M in Q4 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • BTG Pactual Global Asset Management held 112,776 shares of Evergy worth $6.02M as of Q1 2024.
  • BTG Pactual Global Asset Management sold 14,337 Evergy shares in Q1 2024, an estimated $733K.
  • Evergy made up 1% of BTG Pactual Global Asset Management's portfolio in Q1 2024, its #27 holding.
  • BTG Pactual Global Asset Management first reported a position in Evergy in Q1 2023 and has held it in 5 quarters since.
  • BTG Pactual Global Asset Management's Evergy position peaked at $6.64M in Q4 2023.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.